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Lululemon Is Learning the Hard Part of Being a Grown-Up Brand

Lululemon Is Learning the Hard Part of Being a Grown-Up Brand

KAHROS Team

TL;DR

Quick Summary

  • Lululemon is heading into a CEO transition on January 31, 2026, with CFO Meghan Frank and CCO André Maestrini stepping in as interim co-CEOs.
  • Recent results show a clear split: international growth is strong, while the Americas business has been softer.
  • The brand’s next challenge is protecting its premium pricing power while it refreshes U.S. demand and scales globally.

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